PRIMORIS WEALTH ADVISORS, LLC
Position in COF — Capital One Financial Corp
CIK 1909619
North Palm Beach, FL
Position in COF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,546
+$21,901 QoQ
Shares Held
1,204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,633
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PRIMORIS WEALTH ADVISORS, LLC holds $1,125,345 across 2 Credit Services names. COF ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,576 | $883,799 | |
| 2 | COF |
Capital One Financial Corp
This page
|
1,204 | $241,546 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,546 | 1,204 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $219,645 | 1,204 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $291,801 | 1,204 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $255,946 | 1,204 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $256,163 | 1,204 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||